Role palette

The Genesys package offers a palette of actions to detail and access data for the roles of users.

Role palette for Genesys

Because permissions are based on the assigned role, the role of users is important in the on-boarding process. Tasks are then assigned based on the permissions that a user has. The Genesys package includes the following role actions:


Action	Description
Add users to role	Add a list of users to a role. Enter the Role ID of the role that you want to add users to. Select how the data will be entered to begin adding user data to the role. If using a List: Select the data Type. Enter the Value of the data in the list. If using Variable, then select the established variable of the data to be added to the role. Enter the Session name for your changes to the repository.
List/search roles	Retrieve a list of roles for the organization. Optionally, enter the Role name for the list. Enter the Session name for your changes to the repository. Choose a variable where the outcome data can be saved.
List user's roles	Retrieve a list of roles and permissions for a user. Enter the unique ID of the user for the Internal user ID. Enter the Session name for your changes to the repository. Select how the outcome data will be saved. If using Multiple variables, use the following steps for each variable: Click Add variable mapping. Enter the Key of the variable. Choose a variable where the data will be saved. Click Add for this list to be saved to the configured variable. If using a Dictionary variable, then select the established variable where the outcome data can be saved.
List users in a role	Retrieve a list of the unique user IDs of the users in the specified role. Enter the Role ID for the list. Enter the Session name for your changes to the repository. Choose a variable where the outcome data can be saved.
Remove users from role	Remove a list of users from a specific role. Enter the Role ID that you want to remove users from. Select how the data will be entered to begin adding user data that will be removed from the role. If using a List: Select the data Type. Enter the Value of the data in the list. If using Variable, then select the established variable of the data to be removed from the role. Enter the Session name for your changes to the repository.
Set the user's roles	Set the roles for a specific user. Enter the unique ID of the user for the Internal user ID. Select how the data will be entered to begin adding role data that will be attributed to the user. If using a List: Select the data Type. Enter the Value of the data in the list. If using Variable, then select the established variable of the data to be attributed to the user. Enter the Session name for your changes to the repository.

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